See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,776 | $58,655-71.4% | $91,989-81.8% | $65,185-74.3% |
| Participation rate | 91.9% | 75.3%+16.6pp | 78.6%+13.3pp | 70.2%+21.7pp |
| Annual return | 53.80% | 33.92%+19.9pp | 69.02%-15.2pp | 29.38%+24.4pp |
| Employer contribution / active EE | $0 | $2,080-100.0% | $3,452-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $7,174 | $5,474+31.0% | $5,923+21.1% | $3,514+104.2% |
| Admin fee / account holder | $298 | $434-31.4% | $7,743-96.2% | $847-64.9% |